West Tower Group’s Hamilton Lane HLNE Stock Holding History

West Tower Group’s Portfolio HLNE Stock Details HLNE Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-47	Closed	-$4.25K	–	620
2023 Q3	$4.25K	Buy	47 +20	+74%	+$1.78K	﹤0.01%	503
2023 Q2	$2.16K	Buy	+27	New	+$1.94K	﹤0.01%	565

Other funds holding HLNE

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Wasatch Advisors Salt Lake City, Utah $15.3B AUM 25.06% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

TD Asset Management Toronto, Ontario, Canada $123B AUM 34.51% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

West Tower Group's HLNE Position: Q4 2023 in Review

West Tower Group sold out of Hamilton Lane (HLNE) in Q4 2023, closing a stake of 47 shares — an estimated $4.25K sold.

West Tower Group first reported a position in HLNE in Q2 2023 and held it in 2 quarters. The position peaked at $4.25K in Q3 2023. 240 funds tracked by Wall St. Rank hold HLNE as of Q4 2023.

West Tower Group reported no remaining Hamilton Lane position as of Q4 2023 after selling out during the quarter.
West Tower Group sold 47 Hamilton Lane shares in Q4 2023, an estimated $4.25K.
West Tower Group first reported a position in Hamilton Lane in Q2 2023 and held it in 2 quarters.
West Tower Group's Hamilton Lane position peaked at $4.25K in Q3 2023.
240 funds tracked by Wall St. Rank held Hamilton Lane as of Q4 2023.

Based on West Tower Group's 13F filing for Q4 2023, filed 14 Feb 2024.